Sherry Boulay

Sherry K. Boulay, CFP®
Wealth Advisor Truist Wealth

303 Peachtree Center Ave NE

Suite 3100,

Atlanta, GA 30303-1206

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering business owners, executives, and other clients more than 19 years of comprehensive financial planning experience. 

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client’s financial situation, risk management, retirement planning, estate planning, and other critical financial strategies.  Due to my extensive commercial background, I have also partnered with our commercial line of business to assist business owners with their unique planning needs.

Before joining Truist’s predecessor firm, SunTrust, I was a business broker for six years with Thomas-Pierce & Co., negotiating sales and purchase transactions for clients.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida State University 1992 1996

Personal Interests

A native of Tavares, FL, I earned a B.S. in Finance from Florida State University. I served on the board of The Children’s Home, Inc., in Tampa for nine years and am a member of the SunTrust Women’s Leadership Council. In my spare time, I enjoy various outdoor activities. My husband, Brent, and I have a daughter and son.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Platinum/Gold Performance Excellence Award Winner
SunTrust Bank 2016
Platinum/Gold Performance Excellence Award Winner
SunTrust Bank 2017
Platinum/Gold Performance Excellence Award Winner
SunTrust Bank 2018
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.